How to quickly convert Excel financial data into income and expenditure reports

How to quickly convert financial data in Excel into an income and expenditure report? PHP editor Baicao brings you detailed operation methods and guides you step by step to easily organize and analyze financial data. This article will introduce in detail key steps such as data source formatting, formula setting, and merging cells to help you efficiently generate clear and easy-to-understand income and expenditure reports.

1. Insert a PivotTable. Click any cell in the data area, and click [Insert] → [PivotTable]. Click [OK] in the [Create Pivot Table] dialog box to insert a blank Pivot Table.

2. Adjust the pivot table layout and add the date, bank and amount fields to the row label area in sequence, and drag the amount field to the value area.

3. Create a group. Right-click the value in the row label and click [Create Group] in the extended menu. In the [Combination] dialog box, change [Start from] to 0, and set [Step Size] to a larger value.

4. Modify the grouping tag, change

5. In the PivotTable field list, drag the [Amount] field in the row label area to the column label area. Finally, delete the row totals of the pivot table, adjust and beautify the pivot table appropriately, and see the effect.

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